Job Description

• To take demand from Personal, Prestige and Private Banking clients for banking matters ranging from product questions to client account activities (e.g., opening of relevant accounts, statements, debit order information, etc.), whilst forming an accurate assessment and understanding of that demand in order to act on it in a one-and-done manner that consistently delivers in line with client experience, product and legislative (e.g., FAIS) requirements.

Qualifications

Minimum Qualification:

• NQF Level 5 (FAIS  aligned)

Experience Required:

• Client Coverage
• Personal and Private Banking
• 3-4 years sales and service experience. If no FAIS experience, would then need to operate under supervision
• Experience in branch banking or contact centre environment with good understanding of bank processes, policies and products.

Additional Information

Behavioural Competencies:

• Developing Expertise
• Developing Strategies
• Embracing Change
• Establishing Rapport
• Examining Information

Technical Competencies:

• Application & Submission Verification (Consumer Banking)
• Banking Process & Procedures
• Client Acceptance & Review
• Customer Understanding & Product Knowledge (Consumer Banking)
• Processing